Shufro Rose & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.09M | Buy |
24,897
+620
| +3% | +$78.8K | 0.21% | 63 |
|
|
2025
Q4 | $2.92M | Buy |
24,277
+3,608
| +17% | +$431K | 0.2% | 63 |
|
|
2025
Q3 | $2.16M | Sell |
20,669
-176
| -0.8% | -$20.2K | 0.18% | 72 |
|
|
2025
Q2 | $2.18M | Sell |
20,845
-16
| -0.1% | -$1.65K | 0.18% | 72 |
|
|
2025
Q1 | $2.18M | Sell |
20,861
-3,383
| -14% | -$382K | 0.17% | 72 |
|
|
2024
Q4 | $2.79M | Buy |
24,244
+1,924
| +9% | +$230K | 0.22% | 64 |
|
|
2024
Q3 | $2.38M | Hold |
22,320
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $2.38M | Buy |
22,320
+1,459
| +7% | +$156K | 0.19% | 71 |
|
|
2024
Q1 | $2.31M | Buy |
+20,861
| New | +$2.22M | 0.19% | 68 |
|
|
2021
Q1 | – | Sell |
-3,938
| Closed | -$362K | – | 315 |
|
|
2020
Q4 | $362K | Buy |
3,938
+4
| +0.1% | +$329 | 0.03% | 188 |
|
|
2020
Q3 | $276K | Sell |
3,934
-262
| -6% | -$18.8K | 0.03% | 217 |
|
|
2020
Q2 | $287K | Buy |
4,196
+71
| +2% | +$4.48K | 0.03% | 209 |
|
|
2020
Q1 | $231K | Sell |
4,125
-296
| -7% | -$22K | 0.03% | 228 |
|
|
2019
Q4 | $371K | Buy |
4,421
+546
| +14% | +$43.9K | 0.03% | 204 |
|
|
2019
Q3 | $302K | Buy |
3,875
+300
| +8% | +$23.2K | 0.03% | 223 |
|
|
2019
Q2 | $280K | Buy |
3,575
+575
| +19% | +$44.6K | 0.03% | 229 |
|
|
2019
Q1 | $231K | Sell |
3,000
-3,664
| -55% | -$281K | 0.02% | 249 |
|
|
2018
Q4 | $462K | Hold |
6,664
| – | – | 0.05% | 163 |
|
|
2018
Q3 | $581K | Hold |
6,664
| – | – | 0.05% | 164 |
|
|
2018
Q2 | $556K | Hold |
6,664
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $513K | Hold |
6,664
| – | – | 0.05% | 163 |
|
|
2017
Q4 | $512K | Buy |
6,664
+400
| +6% | +$30.2K | 0.05% | 159 |
|
|
2017
Q3 | $465K | Hold |
6,264
| – | – | 0.05% | 169 |
|
|
2017
Q2 | $439K | Hold |
6,264
| – | – | 0.05% | 161 |
|
|
2017
Q1 | $433K | Hold |
6,264
| – | – | 0.05% | 166 |
|
|
2016
Q4 | $431K | Hold |
6,264
| – | – | 0.05% | 166 |
|
|
2016
Q3 | $389K | Hold |
6,264
| – | – | 0.04% | 177 |
|
|
2016
Q2 | $364K | Buy |
6,264
+20
| +0.3% | +$1.14K | 0.04% | 178 |
|
|
2016
Q1 | $351K | Buy |
+6,244
| New | +$326K | 0.04% | 187 |
|
Other funds holding IJR
